Podcast Episodes
Back to SearchCatalysts & Concerns, The Next Best Buy, A REIT to Read Retail 8/29/24
The Dow is hitting a record high on the back of Nvidia’s solid report, so what’s the next catalyst or concern for the market? We’ll debate. Plus, Cit…
1 year, 7 months ago
Nvidia Earnings Countdown, AI & Box CEO, Earnings Exchange: AFRM, CRWD, DG 8/28/24
Nvidia is set to report after the bell today. We’ll look at why it’s so important to the market and what Wall Street will be watching for in the resu…
1 year, 7 months ago
How Fast & How Far?, $40M Turnaround, Earnings Exchange: BOX, S, JWN 8/27/24
How fast and how far will the Fed go with interest rate cuts? Fed Chair Powell didn’t say, but he did signal a September start. One economist says he…
1 year, 7 months ago
Buy the Tech Dip?, Consumer Seeking Value, Bullish Fresh Pick 8/26/24
Fed Chair Powell delivered what the market wanted, but will Nvidia keep up its end of the bargain when it reports earnings this week? We’ll debate th…
1 year, 7 months ago
“Time Has Come”, AI 2.0 Trade, 3 Buys & a Bail: Turnaround Edition 8/23/24
Fed Chair Powell is signaling that the Fed will cut rates next month, and while he stopped short of saying by how much, one of our guests is confiden…
1 year, 7 months ago
Underappreciated Small-Cap Trade, Consumers & Value, Peloton Turnaround Plan 8/22/24
Our market guest is shifting gears to small-cap tech to find opportunity and joins us with the names she is watching. Plus, retailers are trying to …
1 year, 7 months ago
Dow 47,000 in Sight?, China & The Election, Historic Payrolls Revision 8/21/24
The Dow could top 47,000 in the next 12-18 months, according to our strategist. He’s bullish in the long-term, but has three dividend darlings to wea…
1 year, 7 months ago
Hunting for Value, Stocks vs. Bonds, Housing Affordability 8/20/24
Our market guest says the bulk of stocks are trading at reasonable or attractive valuations and joins us with the names to buy. Plus, our technician …
1 year, 7 months ago
Shifting Fed Narrative, DNC Kicks Off, Strong Foundation for Homebuilders? 8/19/24
Three central bankers spoke out over the weekend, with all seemingly in favor of a September rate cut. Our strategist still sees three cuts this year…
1 year, 7 months ago
Overlooked Market Risks, Harris’ Economic Plan, Classic Car Craze 8/16/24
Stocks are on pace for their best week of the year, but one portfolio manager says investors are ignoring two very significant market risks. Plus, Vi…
1 year, 7 months ago